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Jan 24, 2013
01/13
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so what exactly is pfizer doing? in an effort to become smaller and leaner, pfizer is spinning off its animal health business as a separate company called zoetis. the deal is expected to price next thursday, january 31st, and tonight i want to take a moment to help you know your ipo. i think this company -- this newly created could be very attractive and because i need to give you a head start. too often i do these things on the eve of the ipo, you don't have enough time to do the homework. now you've got the whole weekend. put in with your broker on monday. maybe do the work tonight because i want you in zoetis. i'm not telling you to sell pfizer in order to opt into this stock. no, i think pfizer is terrific, you know that. and the spinoff, well, it's only going to make it more terrific-er. the company intends to use the cash they raise to buy back shares shrinking the overall share count, and after the spinoff, pfizer will still be in there, they'll own 80% of zoetis, so if you like what you hear about the animal
so what exactly is pfizer doing? in an effort to become smaller and leaner, pfizer is spinning off its animal health business as a separate company called zoetis. the deal is expected to price next thursday, january 31st, and tonight i want to take a moment to help you know your ipo. i think this company -- this newly created could be very attractive and because i need to give you a head start. too often i do these things on the eve of the ipo, you don't have enough time to do the homework. now...
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Jan 8, 2013
01/13
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that is a possibility for pfizer before the end of the year. that is a 47% gain from where the stock is now. remember, everything is risk reward. maybe $2.80. that is nirvana. that is my view. you know i'm a fan of pfizer. i like the gilliads. now this stock was up 15%. last week i told you i thought i could repeat that. that is exactly what collins is predicting too. it is as boring as it gets. pfizer lets you sleep soundly at night. it puts you to sleep. the bottom line, it is rare that you get a safe, boring rare stock like fipfizer that has a smoking hot chart. not like what brett musberger had in the stands last night. for me, that is one more reason why pfizer is a bu buy bu buy. let's go to phil in south dak a dakota. >> booyah cramer. my question is astroxeneca. >> it is not bad. but if you went conservative growth i'm going to send you to pfizer. let's go to renee in california. >> booyah jim. >> tattoo removal stock i bought some a year ago. it has doubled in value and five years ago you called it best of breed. >> you know, earlier w
that is a possibility for pfizer before the end of the year. that is a 47% gain from where the stock is now. remember, everything is risk reward. maybe $2.80. that is nirvana. that is my view. you know i'm a fan of pfizer. i like the gilliads. now this stock was up 15%. last week i told you i thought i could repeat that. that is exactly what collins is predicting too. it is as boring as it gets. pfizer lets you sleep soundly at night. it puts you to sleep. the bottom line, it is rare that you...
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Jan 15, 2013
01/13
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pfizer is the news of breakup speculation. if you're shopping for a drug stock, which is the better buy, j&j or pfizer? talking numbers on both sides. technical side of the story ennis tanner is with riskreversal.com and on the fundamentals steve cortes is founder of veracruz and a cnbc contributor. kick us off with fundamentals, steve, how are the companies doing? >> i like both companies and like the entire space but i do prefer johnson & johnson. if there's something that we can count on right now in america, as a country we're getting both older and we are getting fatter and johnson & johnson frankly is one of the best ways that i can think of to play with both of those macro trends. the older part i want to be in pharmaceuticals generically because i want to be involved in a demographic upswing and inters of the obesity side, johnson & johnson, why i prefer it to be-to-pfizer, and why johnson & johnson has an advantage when it comes to type ii diabetes. they are further along and in the best position of any farm sewell su
pfizer is the news of breakup speculation. if you're shopping for a drug stock, which is the better buy, j&j or pfizer? talking numbers on both sides. technical side of the story ennis tanner is with riskreversal.com and on the fundamentals steve cortes is founder of veracruz and a cnbc contributor. kick us off with fundamentals, steve, how are the companies doing? >> i like both companies and like the entire space but i do prefer johnson & johnson. if there's something that we...
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Jan 4, 2013
01/13
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i like the paint drying pfizer. it lets you sleep at night and by day, too. i don't know in walmart can repeat its gains of more than twice the returns from the dow. the consumer market is a little weakened. 3m up 13%, united technologies up 12%. they are naturals to repeat their gains if not do better, given their strong asian exposure. 3m has been held back by a weak china. they can only improve from here after that tax bill. two well-run companies, perfect proxies for worldwide growth. at&t 11% gains, even the most boring of stocks can generate double digit returns. i think the same gain is in the cards for this year. cisco, for all its flaws, still beat the dow by a percentage point. i can't see this company returning to the days of yore, that's not going to happen. but up 8%, it can do that again. cisco seems cheap enough. i think it can return to the mid 20s where it closed today. what's with merck falling so far behind an inferior pfizer going up at least historically. the pipeline needs improvement here or we'll see high single digits again. they will
i like the paint drying pfizer. it lets you sleep at night and by day, too. i don't know in walmart can repeat its gains of more than twice the returns from the dow. the consumer market is a little weakened. 3m up 13%, united technologies up 12%. they are naturals to repeat their gains if not do better, given their strong asian exposure. 3m has been held back by a weak china. they can only improve from here after that tax bill. two well-run companies, perfect proxies for worldwide growth....
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Jan 25, 2013
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a lot of pfizer action. pfizer the common. i like pfizer spinoff. just take it from me that that's going to be -- if that stock comes down, buy buy buy. after the close tuesday, really tough, amazon reports. here's a stock has been charmed. the stock with the midas touch. hitting still one more anti-high today. it's the anti-apple. it seems no matter what amazon says everyone laps it up now. no winkies no, flying monkeys on that call but only after the stock initially gets hammered. i want you to trigger, not before then. if it takes off, it's going to be too difficult to chase. i don't want you to do that. but be aware that there's a distinct pattern here on amazon. the news comes out. morons then sell it because they think it doesn't look good. the stock plummets. then we go through it slowly but surely, we listen to the call, we realize that the release was misread by the traders. and then we buy. this has been a time-honored trade for so long i can't believe it. it's like, yeah. i mean, it just coins money, this trade. so we're going to bet this
a lot of pfizer action. pfizer the common. i like pfizer spinoff. just take it from me that that's going to be -- if that stock comes down, buy buy buy. after the close tuesday, really tough, amazon reports. here's a stock has been charmed. the stock with the midas touch. hitting still one more anti-high today. it's the anti-apple. it seems no matter what amazon says everyone laps it up now. no winkies no, flying monkeys on that call but only after the stock initially gets hammered. i want you...
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Jan 3, 2013
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we're going to add pfizer, give you 3the 3.67% yield you need. wells fargo, and i got to tell you that i think that wells is going to be one of the better bank performers. we're going to have a financial, a tech, a health care, a retail and an industrial and that will do it. rochester, again, congratulations. >> let's go to logan in maryland. logan. >> caller: thanks for taking my call. appreciate the help. >> my pleasure. >> caller: i have key, cheniere lng, valerro, jarrodin group, jah. the last 20% is cash but i'm thinking about going gld and i'm 29 years old. >> it doesn't sound like it to me. i think they know if they left the marking, they have a checking account. i like the call. i think 10% does it right now because gold, put a second 10% as it drops. jarrode jarden, that's a housewares company. i like key corp bank, shen year, we know they'll be the next exporter. i got to keep with this one name, this portfolio needs pfizer and then i think will be in good shape. >> keep up with cramer all day long. tweet your questions to #madtweets. >
we're going to add pfizer, give you 3the 3.67% yield you need. wells fargo, and i got to tell you that i think that wells is going to be one of the better bank performers. we're going to have a financial, a tech, a health care, a retail and an industrial and that will do it. rochester, again, congratulations. >> let's go to logan in maryland. logan. >> caller: thanks for taking my call. appreciate the help. >> my pleasure. >> caller: i have key, cheniere lng, valerro,...
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Jan 26, 2013
01/13
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some things in life are easy and one of them is pfizer. yeah, pfizer. we know pfizer is breaking up and we think that pfizer is breaking out. not like the breakout i'm having right now. too much makeup. i was on all day today because of that ackman thing. i could tell that i was breaking out. it's spinning out its annual health business and i want you in on that deal. so a lot of pfizer action here. i like phase thor the common, i like pfizer the spin-off. take it from me, if that stock comes, buy, buy, buy. after the close tuesday, really tough amazon reports. this stock with the midas touch. it's the anti-apple. it seems no matter what amazon says, everyone laughs it up now. no winkies, no flying monkey owes that call. but only after the stock initially gets hammered. i want you to pull the trigger, not before then. if it takes off, it's going to be too difficult to chase. be aware there is a distinct pattern here on amazon. the news comes out, morons sell it because they think it doesn't look good. the stock plummets. they know we go through it, slow
some things in life are easy and one of them is pfizer. yeah, pfizer. we know pfizer is breaking up and we think that pfizer is breaking out. not like the breakout i'm having right now. too much makeup. i was on all day today because of that ackman thing. i could tell that i was breaking out. it's spinning out its annual health business and i want you in on that deal. so a lot of pfizer action here. i like phase thor the common, i like pfizer the spin-off. take it from me, if that stock comes,...
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Jan 29, 2013
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. >> earnings this morning, including reports from pfizer. also, ford international paper and harley davidson and that's just before the bell. the big report after the bell will be from amazon. so plenty for investors to digest today. and while that's going on, the federal reserve will kick off the first fomc meeting. now that we've got it right here. so i was right. i don't like to -- >> it is 2013. >> i don't like to challenge because i remember something. didn't cathy griffin do something, anderson cooper's -- >> you called it a sardine. i do remember, something happened. >> it takes you until about july to figure out writing the right year. >> on checks? >> yeah. >> it haven't written a check in a wild. >> i have to think long and hard before i write that out. >> it's the first federal meeting of the year. big piece in the journal today. john taylor, not the hedge fund john taylor but the former appreciatory under secretary. stanford say the says holding back the economy, the federal reserve is holding back the economy. >> steve liesman w
. >> earnings this morning, including reports from pfizer. also, ford international paper and harley davidson and that's just before the bell. the big report after the bell will be from amazon. so plenty for investors to digest today. and while that's going on, the federal reserve will kick off the first fomc meeting. now that we've got it right here. so i was right. i don't like to -- >> it is 2013. >> i don't like to challenge because i remember something. didn't cathy...
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Jan 29, 2013
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we'll hear from eli lilly and pfizer. dr horton, a home builder, emc, harley davidson and jet blue and after the close we'll hear from amazon. so a busy day both in terms of earnings and data. a busy week, in fact, we'll hear from the fed tomorrow, the jobs report friday. gdp tomorrow. i'm all excited. >> today -- the close yesterday, i don't know on, yesterday was pretty directionus when we closed. >> it was amazing to see that cnbc index. we don't usually see that. it's been very quiet in markets despite all of those major events. you wonder whether people are positioned to move open. >> we've had this big run, a little breather. we've got the fed coming up, as well. they've got the two-day policy meeting today with a decision due tomorrow at 2:15 eastern. the fed widely expected to hold firm, sticking to its low rate message. last month, the central bank figured it would stop tying policy to specific economic target. the fed said as long as inflation stays subdued, rates could remain another historic lows until unemplo
we'll hear from eli lilly and pfizer. dr horton, a home builder, emc, harley davidson and jet blue and after the close we'll hear from amazon. so a busy day both in terms of earnings and data. a busy week, in fact, we'll hear from the fed tomorrow, the jobs report friday. gdp tomorrow. i'm all excited. >> today -- the close yesterday, i don't know on, yesterday was pretty directionus when we closed. >> it was amazing to see that cnbc index. we don't usually see that. it's been very...
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Jan 30, 2013
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pfizer should have $20 billion this year. j and j. merck which remember isn't back yet nearly to where it was, has $12 billion in cash flow. i'm amazed at how cheap these drug stocks are on those cash multiples. consider that at&t, the original seller of the apple iphone is down 18 points. and verizon is barely up from that despite increases from both companies. how about the stars since the 2007 peak? aren't they due for a fall? since we were last at these exalted heights home depot at gone from 41 to 67. in the interim, it has distanced itself and it is still inexpensive on earnings. same with ibm. it has come up to $204. but the company earnings have almost doubled but they are forecasting $20 a share. doable number. the stock is not cheap. in the near term maybe, but on a 2015 basis, very inexpensive. does disney belong at 54, up from 34? the stock deserves this improvement. in fact, i can say there are plenty of dow stocks that don't belong as low as they are. alcoa, a fraction of its price tag from back then. its cash flow has g
pfizer should have $20 billion this year. j and j. merck which remember isn't back yet nearly to where it was, has $12 billion in cash flow. i'm amazed at how cheap these drug stocks are on those cash multiples. consider that at&t, the original seller of the apple iphone is down 18 points. and verizon is barely up from that despite increases from both companies. how about the stars since the 2007 peak? aren't they due for a fall? since we were last at these exalted heights home depot at...
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Jan 28, 2013
01/13
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including the spinoff of pfizer's animal health which i told you to get a piece of last week. right now a red hot ipo market. but many of the deals would've flopped last october. the sentiment has changed dramatically. now i've got a whole lot more ipos coming this year, and they can't all be winners. that'd be too good to be true. 2013 might turn out to be a fabulous year of deals, maybe better than 2012. but there are still going to be some flops. i want to look back at last year's best and worst ipos, help you try to figure out what works and what doesn't in initial public offering. granted, the environment's gotten better. but there are many things we can learn from what happened in 2012. first of all, as difficult as last year may have seemed at times, the overall ipo market was pretty darn robust. in terms of price appreciation, the public company was up 20.5% versus 13.4% gain, the s&p 500. in 2012, ipos gave you an average first-day spike, that's not too shabby. however, while the general direction was up, it was a major divergence within 2012's cohort. a lot of winner
including the spinoff of pfizer's animal health which i told you to get a piece of last week. right now a red hot ipo market. but many of the deals would've flopped last october. the sentiment has changed dramatically. now i've got a whole lot more ipos coming this year, and they can't all be winners. that'd be too good to be true. 2013 might turn out to be a fabulous year of deals, maybe better than 2012. but there are still going to be some flops. i want to look back at last year's best and...
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Jan 26, 2013
01/13
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beyond the five on your screen, utx, pfizer and p & g also doing it. now, speaking of history, historically life is good, larry, as you well know when the dow transports show leadership, up another 3% for the week. apple used to be leadership but not right now. the stock hitting a 52-week low and has lost the distinction of being the world's most profitable company, exxon back on top. and there's netflix, huge story in the other direction, even before earnings boosted shares on wednesday, the stock has been an absolute monster in 2013, up another 15% today. larry, 83% year to date. we're not even a month in, okay? that's unbelievable. a quick note looking ahead, more than a hundred companies in the s&p report next week, a few of the most interesting ones, at least to me, caterpillar and yahoo! monday, amazon tuesday, facebook wednesday and exxon/mobil on friday. 270 points and an all-time high on the dow. >> medium cap, midcap and small cap indexes are outperforming the big cap indexes, which gives everything, i think, some real bolstering. i like the
beyond the five on your screen, utx, pfizer and p & g also doing it. now, speaking of history, historically life is good, larry, as you well know when the dow transports show leadership, up another 3% for the week. apple used to be leadership but not right now. the stock hitting a 52-week low and has lost the distinction of being the world's most profitable company, exxon back on top. and there's netflix, huge story in the other direction, even before earnings boosted shares on wednesday,...
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Jan 25, 2013
01/13
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tuesday's interesting because dow component pfizer will be somewhat over shadowed. we get numbers from ford. big deal. and amazon with the latter the revenue number to watch is $22 billion. are they still investing heavily? interestingly enough the street average price target for amazon is 293. only about ten bucks or so up from where they are now. on wednesday a lot of focus on boeing. many dreamliner problems post date the quarter but it will still garner attention. the other is facebook of course. the stock is up 20% this month and now in striking distance of its ipo price. thursday, a lot of volume. not quite the names of the previous three days. u.p.s. in a lot of ways is the key over here. it's a nice proxy on growth. the stock is up 12% this month. it yields about 3%. friday we close out the week with two oil giants, shevron and once again bill mentioned this a few moments ago exxon now has the most valuable company in the world moniker. we also see tyson as another one to point to, guys, because it is good insight into the health of the consumer depending on
tuesday's interesting because dow component pfizer will be somewhat over shadowed. we get numbers from ford. big deal. and amazon with the latter the revenue number to watch is $22 billion. are they still investing heavily? interestingly enough the street average price target for amazon is 293. only about ten bucks or so up from where they are now. on wednesday a lot of focus on boeing. many dreamliner problems post date the quarter but it will still garner attention. the other is facebook of...
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Jan 29, 2013
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eli lilly by 4%, pfizer more than 2. >> i was looking around to grab a trader, ty. the markets push higher. we're up 70 points on the dow jones industrial as we march towards the 14,000 mark. the s&p is up about seven points and the nasdaq is the laggard of the day, down 1 2/3. we always talk about what groups are contributing to the move in the upside to the dow jones industrial or downside depending on the day. we want to highlight s&p financials and energy complex today because we do have significant movers in the s&p financials, which are really holding their own today. today we're up a third of a percent on s&p financials. last trade 235. energy complex overall has been very strong. we're up 1 1/3% at 578.92. let me just ask, do you think we're going to hit 14,000 today? what do you think? >> yes. >> he says yes. >> one in the yes column. >> we'll take it. i don't know. >> i believe amazon is on the list and tomorrow boeing as lebeau reported early. that will do it for "power lunch." >> "street signs" begins right now. >>> and welcome to "street signs" where we
eli lilly by 4%, pfizer more than 2. >> i was looking around to grab a trader, ty. the markets push higher. we're up 70 points on the dow jones industrial as we march towards the 14,000 mark. the s&p is up about seven points and the nasdaq is the laggard of the day, down 1 2/3. we always talk about what groups are contributing to the move in the upside to the dow jones industrial or downside depending on the day. we want to highlight s&p financials and energy complex today because...
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Jan 9, 2013
01/13
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i've been working on pfizer. i got to interview the ceo of eli lilly earlier this week, these are companies severely challenged. it can only be maintained by huge drugs that are not generic, staying patent, but they don't have this luxury anymore. is this the kind of company, is this the kind of company that's going to have to turn to charles river as their drugs roll off. >> unquestionably. 2012, there were many drugs rolling off patent, 13 and 14 additional ones, at least a third of all drugs will roll off patent. you're already seeing major facilities closed. and if the drug companies can do the work as fast or faster as well or better and always at a lower price point. always as efficient or more efficient because our facilities are built for efficiency. i think that's a win/win for both -- for all of us and we're firm believers we all need to do what we do best and we're in the drug development business and the drug companies are in the drug discovery business, which they'll either do on their own or they'll
i've been working on pfizer. i got to interview the ceo of eli lilly earlier this week, these are companies severely challenged. it can only be maintained by huge drugs that are not generic, staying patent, but they don't have this luxury anymore. is this the kind of company, is this the kind of company that's going to have to turn to charles river as their drugs roll off. >> unquestionably. 2012, there were many drugs rolling off patent, 13 and 14 additional ones, at least a third of all...
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Jan 7, 2013
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one is fooid pfizer because i think the company got bells and whistles for everyone. it does have some new products in rheumatoid arthritis and stroke coming this year. clearly a big company that it's difficult to move the needle. but the company is divesting of two of its core assets. nutritionals business and its animal health business. the net cap from those divestitures will be used to buy back stocks. the company has a cheap multiple lower than the market and has a high dividend yield and is increasing its payout. on the new product front, i would highlight gilliad, clearly the lead horse in the race to develop new oral therapies that will virtually cure hepatitis c. this could be potentially a $10 billion opportunity for gilliad. and they'll be highlighting their late stage pipeline at s.a.b. morgan this year and put out a press release this morning to that effect. biogenidac, which has a strong position in multiple sclerosis but will be showcasing its pipeline to extend that leadership through some additional new products they'll be introducing. >> gilead has a
one is fooid pfizer because i think the company got bells and whistles for everyone. it does have some new products in rheumatoid arthritis and stroke coming this year. clearly a big company that it's difficult to move the needle. but the company is divesting of two of its core assets. nutritionals business and its animal health business. the net cap from those divestitures will be used to buy back stocks. the company has a cheap multiple lower than the market and has a high dividend yield and...
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Jan 29, 2013
01/13
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stock getting a boost. >> nothing not to like about pfizer. i've talked about this stock for months now on end. i have to tell you i think it has 30 plus all over it. 20% growth in emerging markets. this quarter they just reported and they are about to spin-off both nutrition and animal health. that is going to be $11 billion in proceeds. they'll buy back a ton of stock, raise earnings per share estimates. i love the technicals and the fundamentals. >> what about vm? the stock is getting crushed today. down 20%. earnings not the problem. outlook the problem. >> outlook is the problem talking about the macro economic environment. listen, you have a falling knife here. you have multiple investment banks downgrading it. goldman sachs takes it off the conviction buy list. you don't buy this falling knife and you don't buy emc either which i played from the long side for many years. emc obviously having majority stake in vm where don't touch either one of these. >> all right. finally j.c. penney trading higher after reports the retailer will begin
stock getting a boost. >> nothing not to like about pfizer. i've talked about this stock for months now on end. i have to tell you i think it has 30 plus all over it. 20% growth in emerging markets. this quarter they just reported and they are about to spin-off both nutrition and animal health. that is going to be $11 billion in proceeds. they'll buy back a ton of stock, raise earnings per share estimates. i love the technicals and the fundamentals. >> what about vm? the stock is...
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Jan 18, 2013
01/13
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check out a chart of pfizer. this hank has broken all resistance going back 12 years and the valuation is okay and you've got a 3.6% dividend yield just for the heck of it. that's the kind of thing we want to focus on. >> very good. good to see you both. josh, thanks. >> david, nice to see you. >> thank you so much. >> happy martin luther king holiday day, everybody. markets are closed on monday. in the final stretch of this long weekend. the market is up 37 points on the dow industrials right now. >> as we said, good to be al gore right now. just paid less than half a million dollars to purchase $30 million worth of apple stock. >> sweet. >> how did he pull that off? we'll find out. we've got details coming up. >> and an update on a lottery winner who died of cyanide poisoning. >> unbelievable story. >> today the body was exhumed. the latest on when investigators are finding out in this million dollar murder mystery. stay with us on that. [ male announcer ] you are a business pro. executor of efficiency. you can
check out a chart of pfizer. this hank has broken all resistance going back 12 years and the valuation is okay and you've got a 3.6% dividend yield just for the heck of it. that's the kind of thing we want to focus on. >> very good. good to see you both. josh, thanks. >> david, nice to see you. >> thank you so much. >> happy martin luther king holiday day, everybody. markets are closed on monday. in the final stretch of this long weekend. the market is up 37 points on...
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Jan 15, 2013
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about the same valuation as pfizer. here is the bottom line. when a company breaks up. you need to decide which part to keep. with abbott. it was easy. so forget about the pharma business. stick with abbott yes which i think can be bought i rarely ever say this. don't need a pull back. i'll buy right here. after the break i'll try to make you more money. >> coming up. america's overwhelming supply of natural gas has cooled off the price of this commodity. cramer is going off the charts to find out. try running four.ning a restaurant is hard, fortunately we've got ink. it gives us 5x the rewards on our internet, phone charges and cable, plus at office supply stores. rewards we put right back into our business. this is the only thing we've ever wanted to do and ink helps us do it. make your mark with ink from chase. ♪ [ male announcer ] some day, your life will flash before your eyes. make it worth watching. introducing the 2013 lexus ls. an entirely new pursuit. office superstore ink retailer in america. now get $6 back in staples rewards for every ink cartridge you re
about the same valuation as pfizer. here is the bottom line. when a company breaks up. you need to decide which part to keep. with abbott. it was easy. so forget about the pharma business. stick with abbott yes which i think can be bought i rarely ever say this. don't need a pull back. i'll buy right here. after the break i'll try to make you more money. >> coming up. america's overwhelming supply of natural gas has cooled off the price of this commodity. cramer is going off the charts to...
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Jan 27, 2013
01/13
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pfizer did send us a statement. "after a medicine lose exclusivity, it becomes very "difficult for patients to have access to branded medicines "due to cost pressures favoring use of generics. "yet we know that about one third of current lipitor "patients would like to stay on branded lipitor. "to address this, we are working to help patients. "our intent-- "through voluntary partnerships with health plans and pharmacy "benefit managers--is to offer lipitor at or below the cost "of a generic during the 180-day period. "as a result, patients receive lipitor at co-pays comparable to generics." joining us now, stephen shondelmeyer, professor of pharmaceutical economics at the university of minnesota. also joining us, paul howard senior fellow at the manhattan institute and director of its center for medical progress. thank you both for coming in. let's just get some reaction to that pfizer statement there--"partnerships to help patient access." professor shondelmeyer you want to kick us off? - well, there are a couple
pfizer did send us a statement. "after a medicine lose exclusivity, it becomes very "difficult for patients to have access to branded medicines "due to cost pressures favoring use of generics. "yet we know that about one third of current lipitor "patients would like to stay on branded lipitor. "to address this, we are working to help patients. "our intent-- "through voluntary partnerships with health plans and pharmacy "benefit managers--is to offer...
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Jan 16, 2013
01/13
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abbot has about the same valuation as pfizer. here is the bottom line. whenever a company breaks up. you need to decide which component to keep. with abbott it was easy. so forget about the pharma business. stick with abbott, yes, which i think can be bought, i rarely ever say this, don't need a pull back. i'll buy right here. after the break i'll try to make you more money. >> coming up. america's overwhelming supply of natural gas has cooled off the price of this commodity. as plans to export heat up, cramer is going off the charts to find out. >>> now that 2013 has arrived, what is in store for natural gas? for years now, in the midst of a glut, the prices that fallen and remain at low levels and when that happens energy companies stop drilling. this was the story in 2012. as of last week, the number of natural gas rigs was down 46% from the year before. when companies cut back production enough, that was something that happened in the second half of 2012. the technology for extracting this improved so that maybe the cycle was broken. that is why toni
abbot has about the same valuation as pfizer. here is the bottom line. whenever a company breaks up. you need to decide which component to keep. with abbott it was easy. so forget about the pharma business. stick with abbott, yes, which i think can be bought, i rarely ever say this, don't need a pull back. i'll buy right here. after the break i'll try to make you more money. >> coming up. america's overwhelming supply of natural gas has cooled off the price of this commodity. as plans to...
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Jan 24, 2013
01/13
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pfizer is coming out with a blood thinning drug. you're going to have to fight for your market share. >> yeah. well, that's the name of the game, right? we are in competition. we have a very good product. we've introduced about a year ago, so we have a little bit of a -- an early start compared to pfizer. but this is a very big area to avoid blood clocks and avoid stroke. it's a very, very big area because the medicine that has been used has been used for 40, 50 years. it's not optimum for patients. so this is a brand new opportunity in the market that, you know, more than just one competitor will benefit from. >> and it's got increasingly hard for some countries to develop big enough drugs to support the size of the businesses. and we were talking to merck's ceo about this, as well. there's pressure, of course, and governments are bringing in pressure to bring drug price down. where is the balance between the two? because, you know, we want cheaper drugs that provide for patients, but what does that do for you? >> you want, of cour
pfizer is coming out with a blood thinning drug. you're going to have to fight for your market share. >> yeah. well, that's the name of the game, right? we are in competition. we have a very good product. we've introduced about a year ago, so we have a little bit of a -- an early start compared to pfizer. but this is a very big area to avoid blood clocks and avoid stroke. it's a very, very big area because the medicine that has been used has been used for 40, 50 years. it's not optimum...
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Jan 15, 2013
01/13
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. >> their competitors, aleve by bear and advil by pfizer actually gained shares. so they lost share to generics but also competitors in pain relief. >> interesting story. next, is congress mailing it in? the post office is planning to make big budget cuts but washington says, no. what are we missing? platform from charles schwab... tdd#: 1-800-345-2550 gives me tools that help me find opportunities more easily. tdd#: 1-800-345-2550 i can even access it from the cloud and trade on any computer. tdd#: 1-800-345-2550 and with schwab mobile, tdd#: 1-800-345-2550 i can focus on trading anyplace, anytime. tdd#: 1-800-345-2550 until i choose to focus on something else. tdd#: 1-800-345-2550 all this with no trade minimums. tdd#: 1-800-345-2550 and only $8.95 a trade. tdd#: 1-800-345-2550 open an account with a $50,000 deposit, tdd#: 1-800-345-2550 and get 6 months commission-free trades. tdd#: 1-800-345-2550 call 1-866-294-5373. >>> it is the outrage of the day. in a world when no one wants to cut anything from any budget, is post office is begging for cuts and wants them
. >> their competitors, aleve by bear and advil by pfizer actually gained shares. so they lost share to generics but also competitors in pain relief. >> interesting story. next, is congress mailing it in? the post office is planning to make big budget cuts but washington says, no. what are we missing? platform from charles schwab... tdd#: 1-800-345-2550 gives me tools that help me find opportunities more easily. tdd#: 1-800-345-2550 i can even access it from the cloud and trade on...
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Jan 29, 2013
01/13
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super bowl of earnings, pfizer out today. it was a beat. that's going to be an important one to the market to watch. >> key to the market. viagra is still making a lot of money. it was not as bad as i thought. that's big pharma for you. >> right. >> big pharma is, not so horrible. little pharma is cold. when i look at pfizer, i look at, it's okay. >> it's got 3.6% yields. >> here we go. the opening bell set to ring. take a look at the cnbc realtime at the top of the big board. [ bell ringing ] >> trust was the first product of this type. how revolutionary was that. credit suisse celebrating the launch of the etm. changed the way we invest. >> 1984, value line, created the first index. people didn't think it could amount to anything. three months later, s&p came up with their future. rest is history. '87 crash caused by the futures overwhelming the economy. amazing time. >> wow. >> i was working in '87. not that long ago. >> and then '38 the munich agreement. >> apple announcing it will come out with the next generation -- fourth generation
super bowl of earnings, pfizer out today. it was a beat. that's going to be an important one to the market to watch. >> key to the market. viagra is still making a lot of money. it was not as bad as i thought. that's big pharma for you. >> right. >> big pharma is, not so horrible. little pharma is cold. when i look at pfizer, i look at, it's okay. >> it's got 3.6% yields. >> here we go. the opening bell set to ring. take a look at the cnbc realtime at the top of...
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Jan 14, 2013
01/13
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financials and materials and consumer discussionnary, pfizer is the second biggest gainer in the dow. so people are backing into the more conservative names as well. put up the s&p and i want it point out we are up 3%. considering people aren't sure what to do right now, these are pretty good gains. side ways today, i'm fine with that. >> thank you, bob. to the bond market, well see whether rick santelli is fine with what is going on in chicago there. hi, ricky. >> hi. the bond market is the only sane sector in my opinion as you look at an interday today, taking a round about lower rate process to get there and if you open the chart up, we are going long here and going for the fair way here, if you open it up to ten years, once again you can clearly see the trend is to lower rates. but all stimulus is fundable. look the a the japanese for the last ten years on their jgb. it certainly looks like a similar trend. trends are easy to pick out. look at ten-year of the dollar yen. now this trend is isn't changing and benefit of the dollar and it continues to be something you should watch. b
financials and materials and consumer discussionnary, pfizer is the second biggest gainer in the dow. so people are backing into the more conservative names as well. put up the s&p and i want it point out we are up 3%. considering people aren't sure what to do right now, these are pretty good gains. side ways today, i'm fine with that. >> thank you, bob. to the bond market, well see whether rick santelli is fine with what is going on in chicago there. hi, ricky. >> hi. the bond...
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Jan 17, 2013
01/13
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we'll go buy some pfizer. that's the conclusion of am i diversified. if you think running a restaurant is hard, try running four. fortunately we've got ink. it gives us 5x the rewards on our internet, phone charges and cable, plus at office supply stores. rewards we put right back into our business. this is the only thing we've ever wanted to do and ink helps us do it. make your mark with ink from chase. >>> more than a century ago, the german philosopher frederick nietsche said there would be a reevaluation of all values. i think he was right when it comes to bank stocks. the days of the radical revaluation of banks are upon us. the days that we say it's because of the crummy net interest margin are being put behind us right now. the days when we worried about the government every minute, those are a thing of the past too. it is simply time to make money in the bank stocks and it's important to recognize that because of the difficulties of the previous year and how hard it is to run the gauntlet of the new regulations. only a handful of companies that
we'll go buy some pfizer. that's the conclusion of am i diversified. if you think running a restaurant is hard, try running four. fortunately we've got ink. it gives us 5x the rewards on our internet, phone charges and cable, plus at office supply stores. rewards we put right back into our business. this is the only thing we've ever wanted to do and ink helps us do it. make your mark with ink from chase. >>> more than a century ago, the german philosopher frederick nietsche said there...
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Jan 29, 2013
01/13
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Jan 18, 2013
01/13
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if you want a drug stock, i say stick with pfizer, lots of possible upsides in the pipel e pipeline. next up, last night, bill in wisconsin asked me about a stocky hadn't checked on a very long time, senterus. i took the knee, ala peyton manning, went for the extra time. it's a small specialty biopharma company, two products on the market to control blood sugar in patients with diabetes 2. and a drug for ulcerative co-lie tis that just got fda approval this week. and it only trade at a slight premium to growth rate. i'm willing to give the stock my blessing, even though it's up very quickly. only for speculation. it can still run ahead of the colitis drug launch in march. this product looks exciting. i liked the stock seven years ago. like it now tweets. david spitsberg cpa. he asks any reason why the only major home builder stock was down? it was up a huge amount. this is all about taking over where it came from. it's been a monster performer. i prefer almost every other home builder to it. pulte home won the stock super bowl. the second tweet from andy. he says, complete comment on
if you want a drug stock, i say stick with pfizer, lots of possible upsides in the pipel e pipeline. next up, last night, bill in wisconsin asked me about a stocky hadn't checked on a very long time, senterus. i took the knee, ala peyton manning, went for the extra time. it's a small specialty biopharma company, two products on the market to control blood sugar in patients with diabetes 2. and a drug for ulcerative co-lie tis that just got fda approval this week. and it only trade at a slight...
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Jan 25, 2013
01/13
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are those now our father stocks like merck and pfizer and lilly were before them or general motors, bethlehem steel and woolworth were before those? i would argue kind of, yeah. apple being revalued identically to intel, microsoft and oracle on earnings basis, lower than those. those were once high-growth stocks where the growth has stalled out. their shares trade at a discount. apple in a sad way is a source of funds. it's supplying the fuel for the revaluation higher as it sheds billions of dollars in market cap, money that goes into the other segments of tech and the rest of the market in general. fine young stock cannibals. all these revaluations are playing out right now and that's why we're seeing such a robust market. money coming in from the sidelines, recognizing with washington off the front pages with loan growth picking up and interest rates on bonds not competitive, it's time to pay more for stocks. here's the bottom line, this is the kind of super bullish moment we only see once or twice a decade when we decide the old tv show has it backward, the prices aren't right, they're wr
are those now our father stocks like merck and pfizer and lilly were before them or general motors, bethlehem steel and woolworth were before those? i would argue kind of, yeah. apple being revalued identically to intel, microsoft and oracle on earnings basis, lower than those. those were once high-growth stocks where the growth has stalled out. their shares trade at a discount. apple in a sad way is a source of funds. it's supplying the fuel for the revaluation higher as it sheds billions of...
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Jan 16, 2013
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. >> and for all the picks here that you brought to us, black rock, pfizer, international paper, would you be comfortable at these current valuations for people out there who are looking to put money to work right now? >> yes, i would. i think they are all good total return for the next couple of years as we wait out the fiscal cliff issues. >> could be awhile. barbara, thank you for stopping by. >> thank you. >> barbara marcin. in terms of multinationals, tim -- to play brazil, i'm curious because you asked that question. who do you go to? >> i would say gm, which is paying a good dividend yield. i always like vodaphone, some of the telecom guys. these are guys paying massive dividend yields. vodaphone is going to continue to pay. a place i'd look. >> and grasso, you are tempted to go back at this point? >> i've been waiting to get back in. you look at the yield, over 5%, so, that's a name i'm looking at. but still waiting on the debt ceiling talks. no one is going to be spared by this. if the market comes in, i'm going to get a better price. >>> coming up, we tell you whether to roll
. >> and for all the picks here that you brought to us, black rock, pfizer, international paper, would you be comfortable at these current valuations for people out there who are looking to put money to work right now? >> yes, i would. i think they are all good total return for the next couple of years as we wait out the fiscal cliff issues. >> could be awhile. barbara, thank you for stopping by. >> thank you. >> barbara marcin. in terms of multinationals, tim --...
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Jan 4, 2013
01/13
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you have bristol-myers, pfizer or lilly who have a way better price line. you've priced in this little rebound in j&j. it is actually overvalued. >> i think the pipeline is the differentiator here. >> the pipeline is not as good as the others that i mentioned, clearly. >> that's kind of -- i would disagree. i take the other side. you look at these guys, johnson & johnson has as good, if not better pipeline. i think the diabetes drug will be profitable. >> i think right now when you look at j&j and the pharmaceutical end, i'd agree with both. but i think you have to take into account the other two facets are like the wild card that could propel this to the upside. for that reason i like j&j. while you get a 4% kicker while you're waiting, i like j&j. >> health care has been an overall mover over the past year but can those gains and the momentum continue into the months ahead? edward, welcome. happy new year. nice returns. congratulations. >> thanks for having me. >> where are the best places within health care to make money? that's what folks watching the p
you have bristol-myers, pfizer or lilly who have a way better price line. you've priced in this little rebound in j&j. it is actually overvalued. >> i think the pipeline is the differentiator here. >> the pipeline is not as good as the others that i mentioned, clearly. >> that's kind of -- i would disagree. i take the other side. you look at these guys, johnson & johnson has as good, if not better pipeline. i think the diabetes drug will be profitable. >> i think...
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Jan 29, 2013
01/13
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you know, if a company like pfizer has great results, it's reflected in the some price, whereas vm ware who has guided down is getting killed today, so that's a good sign, that we're rewarding the good news and punishing the bad news, but beside that, we're also on the front line of investor sentiment. i think that's also important. all our clients that we speak to are very, very positive this year compared to last year. sure, there's a concern about fixed income, whether or not that is a bubble, but there's always -- you can always argue that way saying there's a place and a diversified portfolio for fixed income, but on the equity side, i would say roll up your sleeves, dig deep and try to find those stocks that have idiosyncratic risks. the stuff that really has a special story that you can figure out and invest in and get rewarded for. >> michael santolli, are you getting tired of waiting for a pullback, or are you still going to hang in there looking for one? >> i don't know that i'm tired. what i find interesting. once it's obvious that the big risks are gone and the fact that sen
you know, if a company like pfizer has great results, it's reflected in the some price, whereas vm ware who has guided down is getting killed today, so that's a good sign, that we're rewarding the good news and punishing the bad news, but beside that, we're also on the front line of investor sentiment. i think that's also important. all our clients that we speak to are very, very positive this year compared to last year. sure, there's a concern about fixed income, whether or not that is a...
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Jan 8, 2013
01/13
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lily, bristol myers, pfizer, they've got fortunes to be able to do these tests. i am afraid that the exact sciences of the world with these terrific ideas don't have enough money to get through this gauntlet. >> you know, that may be true of some companies. it has not been the case with us. you know, let me just take you back to the concept of this test is to be able to detect a precancerous polyp the size of the tip of this pen. one centimeter. it may take eight to ten years to go to actual stage-one cancer. by being able to detect that precancerous polyp noninvasively we think we can get a significant uptake in the number of patients willing to get screened. fda is working with us. medicare is working with us. providers are excited about this. and we really think that this is an opportunity that is unique and will set a new path for new diagnostic companies to help take cost out of the healthcare system. >> one last question, kevin. this is revolutionary. i'm wondering, are there other cancers that can be detected through a similar science that exact sciences h
lily, bristol myers, pfizer, they've got fortunes to be able to do these tests. i am afraid that the exact sciences of the world with these terrific ideas don't have enough money to get through this gauntlet. >> you know, that may be true of some companies. it has not been the case with us. you know, let me just take you back to the concept of this test is to be able to detect a precancerous polyp the size of the tip of this pen. one centimeter. it may take eight to ten years to go to...
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Jan 29, 2013
01/13
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look at the winners and pfizer up more than 3% looking very healthy, $0.87 gain. why pfizer? they're reporting better-than-expected quarterly earnings. pfizer back to 2013 forecast, analysts love this and you can see merck right behind it. pfizer and procter & gamble are rising along with eli lilly trading at record highs which is significant because a lot of people question health care. we will talk about that in just a minute. where else is the money flowing today? look no further than the homebuilders. up 11%. q4 earnings beat the street by a wide margin. new orders jumping 39% right behind us, 1.44. for underway the real winner. folks, if you ask the same questions a lot wants to ask, pay particular attention to treasuries just under 2%. 1.9%, to 2% earlier. if that level breakthrough and stays there, some investors say we could see a very significant rotation into stocks, out of bonds, which has been a fair trade for two years now, mario. so many forces at work in the market, they will get to the traders at the new york stock exchange, nynex. the pullback coming, more sl
look at the winners and pfizer up more than 3% looking very healthy, $0.87 gain. why pfizer? they're reporting better-than-expected quarterly earnings. pfizer back to 2013 forecast, analysts love this and you can see merck right behind it. pfizer and procter & gamble are rising along with eli lilly trading at record highs which is significant because a lot of people question health care. we will talk about that in just a minute. where else is the money flowing today? look no further than...
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Jan 28, 2013
01/13
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i see this throughout the dow, pfizer breaking up. you'll get an animal health business this week going public. johnson & johnson, stock did not stop. you have at&t and verizon, they weren't so bad. i guess what i'm saying is, the dow is leading. it lagged last year. it's leading this year. >> big story in the "times" over the weekend how apple is not the market bellwether. it's actually ibm. >> wasn't that something. ibm, i was on that call last week and i have to tell you, it earns $20, which seems not a stretch in 2015. are you paying too much for that stock? no, it's inexpensive. >> speaking of earnings, the pfizer is coming later in the week. it's going to be a big one. after being dethroned by exxon mobil, how far do apple shares have to go before jim cook is on the hot seat. later this hour, a fast start to the year for honeywell. an exclusive with ceo david cote. [ man ] i've been out there most of my life. you name it...i've hooked it. but there's one... one that's always eluded me. thought i had it in the blizzard of '93. ha
i see this throughout the dow, pfizer breaking up. you'll get an animal health business this week going public. johnson & johnson, stock did not stop. you have at&t and verizon, they weren't so bad. i guess what i'm saying is, the dow is leading. it lagged last year. it's leading this year. >> big story in the "times" over the weekend how apple is not the market bellwether. it's actually ibm. >> wasn't that something. ibm, i was on that call last week and i have to...
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Jan 9, 2013
01/13
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. >>> pfizer, merck, eli lilly among some of yesterday's top performers. should these names be in your portfolio? your precipitatiscription for ps just ahead. about once a month. last time i was at a gas station was about...i would say... two months ago. i very rarely put gas in my chevy volt. i go to the gas station such a small amount that i forget how to put gas in my car. [ male announcer ] and it's not just these owners giving the volt high praise. volt received the j.d. power and associates appeal award two years in a row. ♪ with the spark cash card from capital one, sven gets great rewards for his small business! how does this thing work? oh, i like it! [ garth ] sven's small business earns 2% cash back on every purchase, every day! woo-hoo!!! so that's ten security gators, right? put them on my spark card! why settle for less? testing hot tar... great businesses deserve great rewards! [ male announcer ] the spark business card from capital one. choose unlimited rewards with 2% cash back or double miles on every purchase, every day! what's in your
. >>> pfizer, merck, eli lilly among some of yesterday's top performers. should these names be in your portfolio? your precipitatiscription for ps just ahead. about once a month. last time i was at a gas station was about...i would say... two months ago. i very rarely put gas in my chevy volt. i go to the gas station such a small amount that i forget how to put gas in my car. [ male announcer ] and it's not just these owners giving the volt high praise. volt received the j.d. power and...
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Jan 2, 2013
01/13
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. >> i was going to ask for a pfizer chart just to check the quota. hugh is a big advocate, as you know. >> he's keeping them in business. >> look. >> doing well. it's raising, shares. >> another quick story from new year's eve. >> rising above. >> if hugh was getting married on new year's eve, what was lloyd blankfein doing? >> $40 million hit for blankfein? that's one of his couches. >> virtually every major goldman sachs executive at the senior level, what you do is bury the news, here we can tell you the news. took home $4.2 million and their cfo de parting, your 4.2, basically all the major executives up to 3.8 each. >> a lot of compensation in firms like that is in stock options. >> in stock options. >> the end of the year, you pay yourself for the year, right? >> you would think they would do it before the capital gains. >> you think it's because people are noticing, you're mentioning it right now even though it's only $4 million for someone who has hundreds of millions of dollars. >> you're looking at me for hundreds of millions of dollars? >>
. >> i was going to ask for a pfizer chart just to check the quota. hugh is a big advocate, as you know. >> he's keeping them in business. >> look. >> doing well. it's raising, shares. >> another quick story from new year's eve. >> rising above. >> if hugh was getting married on new year's eve, what was lloyd blankfein doing? >> $40 million hit for blankfein? that's one of his couches. >> virtually every major goldman sachs executive at the...
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Jan 30, 2013
01/13
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pfizer earned 47 cents per share. while down from a year ago, it was a better result than what was expected. generic versions of its cholesterol-lowering drug lipitor continued to pressure overall sales. but traders and investors were encouraged that pfizer's pipeline of new medicines will help expand sales in the quarters to come. shares gained 3.2% to close at a new 52-week high. the buying. though, comes ahead of pfizer's spin off of part of its animal health unit. that initial stock sale is expected to come on friday. fellow drug company eli lilly rallied 3.2%, also at a new 52- week high. its results also were stronger than anticipated. lilly, though, increased its 2013 forecast while announcing it will buy back $1.5 billion of its own stock. but it was a cautious outlook for data storage giant e.m.c. that hit its shares today. the stock fell 4%. volume exploded to more than six times normal. it was the most actively traded issue on the new york stock exchange. in addition to a disappointing forecast, e.m.c. will
pfizer earned 47 cents per share. while down from a year ago, it was a better result than what was expected. generic versions of its cholesterol-lowering drug lipitor continued to pressure overall sales. but traders and investors were encouraged that pfizer's pipeline of new medicines will help expand sales in the quarters to come. shares gained 3.2% to close at a new 52-week high. the buying. though, comes ahead of pfizer's spin off of part of its animal health unit. that initial stock sale is...